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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,185 | $172,111-52.2% | $150,298-45.3% | $137,256-40.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.08% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,987 | $4,636-57.2% | $4,154-52.2% | $4,156-52.2% |
| Participant deferral / active EE | $3,520 | $6,166-42.9% | $5,453-35.4% | $6,407-45.1% |
| Admin fee / account holder | $4,533 | $16,471-72.5% | $14,116-67.9% | $12,270-63.1% |